Our Team
Barry R. James
Chairman
R. Brian Culpepper, CMFC, CKA
President & CEO
Portfolio Manager
Lesley Ott, CMFC, IAACP
Chief Operating Officer
Chief Compliance Officer
Fall Ainina, Ph.D., CFA
Director of Research
Vice President
Brian P. Shepardson, CFA
Vice President
Portfolio Manager
Ryan Post
First Vice President
Trent D. Dysert, CFA
Associate Director of Research
Assistant Vice President
Portfolio Manager
Beth Handwerker, CFP, JD, CDFA, CKA
Director of Financial Planning
Neil Craft, CRPC
Financial Planner
Kathleen A. Roberts
Director of Tax and Accounting
Will Hess
Financial Planner
Annette Quinter
Branding and Advertising Director
David McGowan
Trader
Heather Schneider
Executive Assistant
Travis Kinnison
Creative Director
Diane Rose, CRPC
Relationship Manager
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